What our clients say
Lee managed the transfer out of a final salary pension scheme and the consolidation of a number of personal pension plans for me during 2017. He was technically astute and professional with good humour throughout the process. Lee continues to manage my portfolio for me. I would highly recommend Lee.
I had been saving into a pension for many years and had never really given much thought to how these funds would support me and my family in retirement. Having realised that I needed to seek advice I contacted Lee and arranged a meeting with him.
I had built up a pension pot on my own and had received financial advice on and off in the past but I never really felt as though my retirement planning was on track.
Lee asked me what I wanted my retirement to look like and I explained to him my goal of being financially independent at age 60. I wanted to be mortgage free, have a certain level of income and be in a position to pay for my children to go to university.
Lee explained how pensions are now much more flexible and outlined a number of potential strategies that I could follow.
He then analysed my pension and put together a Financial Plan for me which contained a recommendation for the investment of my pension funds and how much I needed to save in the future. I have found this very useful and it has given me peace of mind about my retirement plans. Up until this point, I had simply been saving without thinking about how I would achieve my goals.
I now have a Plan that is based on giving me the income I need in retirement and I feel in greater control of my finances. I truly believe that all of my goals are achievable.
I have always found Lee professional, approachable and he keeps things simple which helps me understand the Plan I have in place.
After many years of working in different companies I had a number of pension pots and was not sure what to do with them or even how well they were doing. Finding myself coming up to my mid 50's I decided I needed to stop burying my head in the sand and find out exactly when I could retire. Lee was recommended to me from someone I trust. I have met with him on 4 occasions and I have found him to be very pragmatic, engaging, down to earth and non pushy. He took all the information away and returned to present me with a well laid out detailed analysis of my current situation. He answered all my questions in simple terms and was available via email to answer any questions that came up after our meeting. Each time we have met he has been well prepared and very professional in approach. I decided to work with Lee and so far he has met all my expectations - he has consolidated my pension into one pot and invested the money more wisely. He has given me confidence that my money is in safe hands. Furthermore if my money does well so does Lee. A great approach to pricing. I would recommend Lee to anyone.
I met with Lee as I had money in the bank that was earning very little interest. I wanted to receive a steady income that would help supplement my pension income and allow me to enjoy my retirement.
Before we discussed investments or financial products Lee began by asking me about my goals and the standard of living I wanted in retirement. I found this conversation really useful and it was an invaluable experience as I spent time reflecting on what I wanted my retirement to look like.
Once Lee had gathered all of this information he put together a Financial Plan for me and we met and discussed this and how it would work. This meeting allowed me the opportunity to ask lots of questions. Once we had gone through these I decided to go ahead and put my plan into action.
I have been a client of Lee’s for some time now and I have found his service simply exceptional. I am living the retirement I have always dreamt about and that is largely due to the financial advice Lee has given to me. I look forward to the regular meetings I have with Lee where we check the Progress of my plan.
I would certainly recommend Lee and Enhance Financial Planning to anyone who is looking for financial advice.
We believe it is a privilege to work with individuals and families and be a trusted advisor to them.
We create Financial Plans for our clients that contain step by step instructions so that they can achieve their financial goals.
We advise on all areas of financial planning, including pensions, investments, savings and inheritance tax.
We take pride in offering simple, elegant, personalised financial solutions.
We listen to what's important to you and then help you achieve your goals.
We are always delighted to hear from people and our team is available to speak with you today.